Institutional Ownership Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE). We have compiled data on the 1,779 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
7,074
shares
|
$1.48 Million
0.88% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
7,069
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2025
Reduced 83.29%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
7,018
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2025
Added 5.14%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
7,016
shares
|
$1.47 Million
0.9% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
7,003
shares
|
$1.47 Million
0.49% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
6,997
shares
|
$1.47 Million
0.36% of portfolio
|
Q4 2025
Added 8.68%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,988
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
6,958
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2022
Added 196.09%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
6,931
shares
|
$1.45 Million
1.16% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
6,888
shares
|
$1.44 Million
0.51% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
6,886
shares
|
$1.44 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,878
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
6,835
shares
|
$1.43 Million
0.31% of portfolio
|
Q4 2025
Reduced 2.54%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
6,806
shares
|
$1.43 Million
0.81% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
6,799
shares
|
$1.43 Million
0.4% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,794
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
6,776
shares
|
$1.42 Million
1.19% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 22, 2026 Q4 2025 |
6,752
shares
|
$1.42 Million
0.29% of portfolio
|
Q4 2025
Reduced 2.53%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
6,733
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 266.92%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,713
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
6,712
shares
|
$1.41 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
6,680
shares
|
$1.4 Million
0.95% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Northland Securities, Inc.
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
6,654
shares
|
$1.39 Million
1.35% of portfolio
|
Q4 2025
New holding
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Dec 29, 2025 Q3 2025 |
6,614
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.75%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 21, 2026 Q4 2025 |
6,614
shares
|
$1.39 Million
0.32% of portfolio
|
Q4 2025
Reduced 7.66%
|
|